EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.2M
3
+$13.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.63M

Top Sells

1
+$16.3M
2
+$14.9M
3
+$8.04M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
AXP icon
American Express
AXP
+$6.81M

Sector Composition

1 Technology 16.54%
2 Healthcare 13.57%
3 Consumer Discretionary 13.47%
4 Financials 11.87%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$165K 0.01%
1,102
452
$164K 0.01%
4,000
453
$163K 0.01%
2,985
454
$163K 0.01%
1,750
455
$163K 0.01%
11,100
+2,900
456
$162K 0.01%
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457
$161K 0.01%
2,460
458
$160K 0.01%
2,013
-100
459
$158K 0.01%
+1,961
460
$156K 0.01%
1,400
-20
461
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1,049
462
$154K 0.01%
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463
$152K 0.01%
3,600
-1,093
464
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3,018
-288
465
$152K 0.01%
3,636
+1,961
466
$152K 0.01%
6,809
+505
467
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3,170
468
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3,593
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469
$149K 0.01%
15,018
470
$148K 0.01%
2,500
471
$147K 0.01%
3,233
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472
$147K 0.01%
2,680
+598
473
$145K 0.01%
1,500
474
$143K 0.01%
1,468
-38
475
$140K 0.01%
1,753
-73
17 18
19
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